RQSI Systematic OCIO (Outsource Chief Investment Officer)

Qubit’s goal is to make customizable products that will fill the needs of our investors’ portfolios. In order to accomplish this goal, it is imperative to know what their portfolios look like. That’s where RQSI’s Systematic OCIO (SOCIO™) comes into play.

DUPLICATING YOUR IPS

THE NEW ENDOWMENT MODEL

PROVIDING ANCILLARY AID

Qubit’s goal is to make customizable products that will fill the needs of our investors’ portfolios. In order to accomplish this goal, it is imperative for us to know what your portfolio looks like. That’s where our Systematic OCIO (SOCIO™) comes into play. SOCIO™ allows us to duplicate your IPS so that we can understand the intricacies of your portfolio so that we can create the optimal qubit product to add to what you already have. SOCIO™ primarily exists so that we can integrate our products into an institution’s portfolio more appropriately. We think the framework of the traditional “Endowment Model” is a sensible starting point for building a portfolio because its foundational sources of return are orthogonal, unique, and have high reward-to-risk opportunity. However, asset class definitions are given ultimate primacy over these foundational sources. Systematic OCIO (SOCIO™) allows us to evaluate the specific ways in which your portfolio may be failing to capitalize appropriately on the foundational sources of return of the asset classes to which you allocate.Asset class and manager selection are the most important tasks in running any portfolio, especially a complex, institutional one. But we understand that there is a whole lot more to it than that. We aren’t going to mow your lawn or pick up your laundry, but RQSI has the requisite experience and technical expertise to aid in some of these ancillary responsibilities. Systematic OCIO (SOCIO™) allows an investor to do things like assess and reevaluate actuarial assumptions, or analyze the liabilities side of the balance sheet